Activest Wealth Management increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 941.9% during the 3rd quarter, Holdings Channel reports. The firm owned 11,951 shares of the company’s stock after acquiring an additional 10,804 shares during the period. iShares Core S&P 500 ETF comprises 1.6% of Activest Wealth Management’s investment portfolio, making the stock its 13th biggest position. Activest Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $7,999,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the company. Nvwm LLC boosted its stake in shares of iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after acquiring an additional 40 shares during the period. Hager Investment Management Services LLC purchased a new position in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $61,000. Rice Partnership LLC boosted its stake in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares during the period. Conquis Financial LLC purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $82,000. Finally, Creative Capital Management Investments LLC bought a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $80,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF News Roundup
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: S&P 500 breaks 7,000 for the first time, led by AI optimism and expectations for strong Big Tech results — a direct positive driver for IVV because the ETF tracks the S&P 500 cap‑weighted index. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
- Positive Sentiment: Coverage notes tech and AI optimism pushing the index higher, though some traders are starting to take profits — still, near‑term momentum favors IVV because of heavy mega‑cap weighting. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
- Positive Sentiment: Investor sentiment measures have moved further into the “Greed” zone, signaling broad bullishness that tends to support passive S&P exposure like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
- Neutral Sentiment: Commentary recommends looking beyond the S&P to midcaps for diversification — a reminder that IVV’s heavy large‑cap concentration may leave it less attractive for investors seeking broader exposure. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated
- Negative Sentiment: Reports flag profit‑taking ahead of a key Fed decision and major earnings nights — these catalysts could trigger short‑term volatility and pull IVV off highs. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
- Negative Sentiment: Sector‑specific weakness (e.g., a health‑insurer selloff) can dent market breadth; recent losses in UnitedHealth and peers erased sizable market value and highlight that leadership can be narrow. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record
- Negative Sentiment: Analysis on index concentration (the “Magnificent Seven”) underscores a concentration risk — if those few names stumble, IVV could decline even while broader economic data is OK. Will the Russell 2000 Continue to Outperform the S&P 500?
iShares Core S&P 500 ETF Stock Performance
About iShares Core S&P 500 ETF
iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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